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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,986 | $91,552-25.7% | $133,956-49.2% | $79,860-14.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 3.13% | 61.85%-58.7pp | 45.09%-42.0pp | 31.72%-28.6pp |
| Employer contribution / active EE | $3,704 | $2,384+55.4% | $3,919-5.5% | $2,471+49.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,472 | $6,321-60.9% | $8,927-72.3% | $5,306-53.4% |